A plan for today, tomorrow and generations to come

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Since joining UBS in 2010, Colin has provided families and retirees with comprehensive wealth management solutions to help them achieve their vision of success. Colin's experience with financial services started well before he even began his career, as his father, was also a successful financial advisor. As a result, Colin had the privilege of growing up in the industry and observing how the trusted role of a financial advisor can have a significant impact on the livelihood of generations. Colin holds the Series 7 and 66 securities licenses, as well as Life, Disability, Long-Term Care and Annuity Insurance Licenses. He is also a chartered retirement plan specialist - CRPS®. Colin earned his Bachelor’s degree from the University of Washington.

Colin and his team leverage the extensive global resources of UBS to offer comprehensive and highly personalized financial services. He recognizes that each relationship comes with unique and often complex circumstances. He takes the time to understand your priorities and then helps craft a financial plan that is aligned with where you are and where you want to go. Colin will help you explore opportunities to grow and protect your wealth and prepare for any potential obstacles as we work together over time.

Colin lives in Seattle with his wife and two daughters. He currently serves on The Salvation Army King County advisory board and is the Chair for the Board Development committee. He enjoys playing league basketball, running, travel, and working in their garden.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• University of Washington, Seattle, Bachelor's Degree

• Chartered Retirement Plans Specialist℠
• Retirement Plan Consultant

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• NC
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• OR
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• UT
• VA
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• WI

Alison is passionate about helping families, professionals, and retirees accomplish their financial and lifestyle priorities at every stage.

Alison started in the investment services industry out of college in 2006, after earning her BA in International Political Economy at the University of Washington. She obtained the Series 7 and Series 66 license in 2007 while working at UBS. In her early career, Alison supported financial advisors as a Registered Client Service Associate and moved from UBS to Citigroup Smith Barney at the beginning of 2008. In late 2008, she moved to RBC Wealth Management into the role of Investment Associate. In 2019, Alison became a financial advisor at RBC out of a desire to lead more clients toward success in their financial journey. In 2021, Alison returned to UBS to partner with longtime family friend and financial advisor, Colin Simon. Together with Colin and the extended team at UBS, Alison strives to deliver an exceptional experience for clients by understanding what is most important to them and creating a meaningful impact on their wellbeing.

Alison is a native of Washington state and currently resides in Kirkland with her husband and three sons. She enjoys running, having been a former track & field athlete at the University of Washington, and currently volunteers as an assistant coach of track & field and cross-country at Northwest University. Alison also serves on the board of the Parent Teacher Student Association for her kid's elementary school and is actively involved in her church.

• University of Washington, B.A. International Studies

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• Accredited Asset Management Specialist℠

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